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Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOIX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.84% |
| 5y Average Return | 15.87% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 9, 2024) | 36.01% |
| Worst 1Y Total Return (Sep 9, 2024) | -- |
| Best 3Y Total Return | 36.01% |
| Worst 3Y Total Return | 8.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MUOIX
Category
- YTD
- 24.57%
- 5.31%
- 1-Month
- 2.65%
- -4.19%
- 3-Month
- 5.67%
- 3.90%
- 1-Year
- 33.69%
- 20.31%
- 3-Year
- 8.09%
- 6.48%
- 5-Year
- 17.17%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 33.01%
- 25.56%
- Last Bear Market
- -16.38%
- -15.11%
Annual Total Return (%) History
Year
MUOIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 15.02% | 6.60% | -- | -- |
| 2023 | 1.02% | 7.63% | -3.90% | 12.99% |
| 2022 | -6.18% | -16.38% | -2.85% | 4.70% |
| 2021 | 7.02% | 9.30% | 4.16% | 11.62% |
| 2020 | -22.25% | 26.23% | 11.16% | 13.84% |
| 2019 | 13.50% | 6.47% | 3.34% | 8.90% |
| 2018 | -2.18% | 1.89% | 6.95% | -16.52% |
| 2017 | 5.45% | 1.91% | 4.99% | 5.77% |
| 2016 | 4.82% | 1.06% | -- | -- |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 25 |
| 3-Month | 79 |
| 1-Year | 2 |
| 3-Year | 52 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 33.69% |
| 3-Year | 8.09% |
| 5-Year | 17.17% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 19.84% |
| 5y Average Return | 15.87% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Morgan Stanley |
| Net Assets | 341.76M |
| YTD Return | 24.57% |
| Yield | 0.26% |
| Morningstar Rating | |
| Inception Date | May 27, 2016 |
Fund Summary
The Adviser seeks to achieve the fund's investment objective by investing primarily in U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of issuers located in the United States. It is non-diversified.
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